Core Insights - Ontex Group NV has launched a new adult incontinence product range called Sensitive, designed to provide superior protection while being gentle on the skin [1][3]. Product Development - The Sensitive range includes three products: Sensitive Pants, Sensitive Slip, and Sensitive Form, which will be gradually available to healthcare institutions across Europe [1]. - The new products incorporate innovative features such as a topsheet enriched with botanical ingredients to prevent skin irritation, innovative Y-core technology for instant dryness, and faster absorption capabilities—up to 2.5 times faster than previous products [7]. Market Research Findings - Recent research by Ontex involving over 2,500 individuals with incontinence revealed that nearly 50% have experienced dermatitis or skin irritation, significantly impacting their daily lives [2]. - Approximately 80% of caregivers lack training to recognize dermatitis, highlighting the need for better education and product design to prevent complications [2]. Educational Initiatives - To address the educational gap, Ontex provides expert training on recognizing, preventing, and treating dermatitis related to incontinence through its network of nurse advisors and the Ontex Academy online platform [4]. Company Overview - Ontex is a leading international developer and producer of personal care products, including baby care, feminine care, and adult care, primarily operating in Europe and North America [8]. - The company employs around 5,100 people and has a presence in 11 countries, with its products distributed in approximately 100 countries [8].

Company Overview - Ontex Group NV is a leading international developer and producer of personal care products, including baby care, feminine care, and adult care products, primarily serving retailers and healthcare sectors in Europe and North America [5] - The company employs approximately 5,100 people and operates plants and offices in 11 countries, with its products distributed in around 100 countries [5] - Ontex is headquartered in Aalst, Belgium, and is listed on Euronext Brussels, being a constituent of the Bel Mid index [5] Upcoming Financial Results - Ontex will announce its fourth quarter and full year results for 2025 on February 12, 2026, at 07:00 CEST / 06:00 BST [1] - A webcast for investors and analysts will be held on the same day at 12:00 CET / 11:00 BT, with a replay available for one year after the live presentation [1] Investor Relations - Interested participants for the Q&A session at the end of the call must contact investor relations prior to the publication date, with participation restricted to professional investors and financial analysts [2] - Consensus figures for the upcoming results are available on Ontex's investor website, based on equity analyst projections, and do not represent forecasts made by Ontex [3]

Core Insights - Ontex Group NV has launched its multi-liquid liner in Germany, with plans for further distribution across Europe, following positive consumer feedback where over 90% of women indicated they would recommend the product and repurchase it [1][2]. Product Overview - The multi-liquid liner is designed to meet the diverse needs of women, providing protection for menstrual flow, light bladder leaks, and daily vaginal discharges in a single product [2]. - The liner is approved as a medical device, offering up to 8 hours of leak protection and odour control, and is available in three sizes: regular, large, and extra large [3]. Company Commitment - Ontex emphasizes its understanding of the evolving needs of women throughout different life stages, aiming to provide comfort and protection with its multi-liquid liner, which is marketed as "One liner for all your needs" [4]. - The company collaborates with retail partners to ensure that its innovative and affordable solutions are accessible to women at all stages of life [4]. Company Background - Ontex is a prominent international developer and producer of personal care products, including baby care, feminine care, and adult care, primarily operating in Europe and North America [6]. - The company employs around 5,100 people and has a presence in 11 countries, with its products distributed in approximately 100 countries [6].

Core Insights - Ontex Group NV has received an 'A' rating from CDP for the second consecutive year, recognizing its leadership in corporate transparency and climate change performance [1][3] Group 1: Climate Performance - In the 2025 CDP Climate Change assessment, Ontex achieved strong scores in governance, business strategy, and value chain engagement [2] - The assessment outlines Ontex's priorities for enhancing climate initiatives, including improving energy efficiency, increasing renewable energy use, and integrating climate considerations into financial decisions [2] Group 2: Actions and Governance - Ontex has taken concrete actions to strengthen its climate performance, reflecting robust climate governance and the integration of climate-related risks into strategic decision-making [3] - The company emphasizes the importance of transparency and collaboration in driving change across its value chain [3][8] Group 3: Company Overview - Ontex is a leading developer and producer of personal care products, including baby care, feminine care, and adult care, with operations primarily in Europe and North America [8][9] - The company employs around 5,100 people and operates in 11 countries, distributing products in approximately 100 countries [9]

Group 1 - Ontex Group NV has accelerated the appointment of Mr. Laurent Nielly as CEO to January 13, 2026, reflecting the Board's confidence in his leadership capabilities [1] - Mr. Nielly will lead a review of all strategic options to identify opportunities for profitable growth and enhance cash generation and return on investment [2] - A Strategy Committee will be established by the Board of Directors to oversee the review and execution of Ontex's medium- and long-term plans [2] Group 2 - The Board has co-opted Mr. Lorenzo Grabau as a non-executive director to strengthen its composition following the resignation of Mr. Jesper Hojer [3] - Mr. Grabau brings extensive experience in capital markets and strategic transformation, which will support Ontex's strategic and value creation agenda [3] - The initiatives undertaken by the Board demonstrate a commitment to delivering value creation for Ontex's shareholders [4] Group 3 - Ontex is a leading international developer and producer of personal care products, employing around 5,100 people and operating in 11 countries [5] - The company's innovative products are distributed in approximately 100 countries, with its headquarters located in Aalst, Belgium [5]

Core Viewpoint - Ontex Group NV has revised its full-year revenue growth expectations downward due to weaker-than-expected consumer demand, particularly affecting baby care sales in October and November [1][4]. Revenue Expectations - Ontex anticipates a high-single digit like-for-like revenue drop in the fourth quarter compared to the same period in 2024, contrasting with previous expectations of stable performance [2]. - The revenue decrease is expected to negatively impact margins, adjusted EBITDA, and free cash flow in the fourth quarter [2]. Operational Changes - New contracts that began delivery in the third quarter are now fully operational in Europe and North America, but at lower volumes than anticipated [3]. - Ontex is accelerating a €200 million efficiency improvement initiative across operations and SG&A over the next three years, with one-off implementation costs expected to remain below €40 million [3]. Financial Projections - Revenue is now expected to reduce by mid-single digit like-for-like, adjusted EBITDA is projected to be in the range of €175 to €180 million, representing a margin of around 10% [6]. - Free cash flow is anticipated to be around €(35) million, and the leverage ratio is expected to end at around 3.2x [6]. Management Commentary - The CEO of Ontex stated that the softening consumer demand, particularly for baby diapers, has led to the revision of the full-year outlook, despite progress in strategic portfolio and operational transformation [4].

Core Insights - Ontex Group NV has tripled its production capacity for baby pants in North America, enhancing its bi-coastal manufacturing model to optimize cost-to-serve and ensure supply in a rapidly growing market segment [1][4] Industry Growth - The U.S. baby pants segment is projected to grow nearly 8 percent year over year, driven by convenience for active toddlers and time-saving benefits for busy parents, along with premium features like 360° stretchable waistbands and hypoallergenic materials [2] - A shift in consumer behavior is evident, with U.S. shoppers increasingly opting for store-brand products that offer premium performance at competitive prices, as private label sales grew 4.1 percent year-over-year across the U.S. market [3] Company Strategy - Ontex's expansion in baby pants capabilities underscores its commitment to supporting major retailers in responding to the fast-growing segment, focusing on performance and value to meet family needs [4] - The company leverages its extensive experience in private label innovation from Europe to assist North American retailers in adapting to evolving consumer expectations [3][4]

Core Insights - Ontex Group NV has launched Dreamshield® 360 Night Pants, designed to provide up to 12 hours of absorbency for babies during the night, addressing a significant consumer need for extended overnight protection [1][5]. Product Features - The new night pants offer extra absorbency for long nights, heavy wetters, extended naps, and travel, ensuring leak-free sleep [1][7]. - They include triple leak protection with a unique pee & poo back barrier, a soft and secure 360° fit, and night-time packaging that highlights absorbency claims for easy shopper navigation [7]. Market Demand - Research indicates that 75% of parents consider their baby's sleep quality a top stressor, with nighttime leaks being the primary cause of sleep disruption [3]. - There is a growing trend among parents to choose baby pants for nighttime use across all ages, with a tendency to switch to baby pants sooner at night than during the day [4]. Strategic Implications - The introduction of Dreamshield® 360 Night Pants not only meets consumer demand but also provides retailers with an opportunity to enhance the pants segment, increase basket value, and strengthen shopper loyalty [5].

Core Points - Ontex Group NV has completed the divestment of its Turkish business to Dilek Grup, which includes its operations in Türkiye and related exports to surrounding countries [1][2] - The divested business includes well-known brands such as Canbebe, Canped, and Prosafe, along with the Istanbul plant [1][2] - The transaction is part of Ontex's strategic refocus on retail and healthcare brands in Europe and North America, where the company sees significant growth potential [3] - The expected net proceeds from the divestment are approximately €25 million, subject to customary post-closing adjustments [3] - The finalization of the transaction will result in a non-cash accounting loss of approximately €(70) million due to accumulated currency translation reserves [3] Company Overview - Ontex is a leading international developer and producer of hygiene products, including baby care, feminine care, and adult care products, primarily serving retailers and healthcare sectors [5] - The company employs around 5,500 people and operates in 12 countries, with its products distributed in approximately 100 countries [5] - Ontex is headquartered in Aalst, Belgium, and is listed on Euronext Brussel, being a constituent of the Bel Mid index [5]

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